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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,655 | $73,638-66.5% | $108,405-77.3% | $79,391-68.9% |
| Participation rate | 88.7% | 77.4%+11.3pp | 80.1%+8.6pp | 70.7%+18.0pp |
| Annual return | 51.39% | 33.27%+18.1pp | 905.55%-854.2pp | 116.88%-65.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,559-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $8,324 | $6,218+33.9% | $6,563+26.8% | $4,046+105.7% |
| Admin fee / account holder | $9 | $638-98.6% | $7,297-99.9% | $627-98.5% |